Lido Advisors
MOS icon

Lido Advisors’s The Mosaic Company MOS Stock Holding History

Lido Advisors’s Portfolio MOS Stock Details MOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,453
Closed -$228K – 1716
2025
Q1 		$228K Sell
8,453
-10
-0.1% -$264 ﹤0.01% 1332
2024
Q4 		$208K Buy
8,463
+13
+0.2% +$340 ﹤0.01% 1371
2024
Q3 		$226K Sell
8,450
-109
-1% -$3K ﹤0.01% 1279
2024
Q2 		$247K Sell
8,559
-1,126
-12% -$33.9K ﹤0.01% 1204
2024
Q1 		$314K Buy
9,685
+136
+1% +$4.33K ﹤0.01% 1072
2023
Q4 		$341K Sell
9,549
-12,622
-57% -$446K ﹤0.01% 982
2023
Q3 		$789K Sell
22,171
-106,900
-83% -$4.1M 0.01% 602
2023
Q2 		$4.52M Buy
129,071
+2,827
+2% +$109K 0.05% 239
2023
Q1 		$5.79M Buy
126,244
+2,823
+2% +$137K 0.08% 189
2022
Q4 		$5.41M Buy
123,421
+619
+0.5% +$30.6K 0.1% 158
2022
Q3 		$5.93M Buy
122,802
+102,832
+515% +$5.31M 0.12% 130
2022
Q2 		$943K Sell
19,970
-463
-2% -$28.4K 0.02% 366
2022
Q1 		$1.36M Sell
20,433
-25,651
-56% -$1.28M 0.03% 332
2021
Q4 		$1.81M Buy
46,084
+25,853
+128% +$990K 0.03% 295
2021
Q3 		$722K Buy
+20,231
New +$647K 0.02% 475
2019
Q3 		– Sell
-14,648
Closed -$366K – 604
2019
Q2 		$366K Buy
+14,648
New +$358K 0.03% 376
2017
Q1 		– Sell
-9,300
Closed -$273K – 264
2016
Q4 		$273K Buy
+9,300
New +$250K 0.07% 146

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